Projection Genie

Connecting RunSmart to your QuickBooks Online Account

To connect RunSmart to your QuickBooks Online account:

Create a Project via the Project Page

Click on the green Connect to QuickBooks button

Enter your QuickBooks login credentials to connect your account to Projection Genie

Projection Genie will begin the process of importing, analyzing, and producing your results. This process can take as long as 25 minutes. You can logout and return at a later time without interrupting the process.

Once your results are ready, you'll be taken to your dashboard page to see a highlight of your results.

1. Log in to your Projection Genie account
2. Create a Project via the Project Page
3. Click on the green Connect to QuickBooks button
4. Enter your QuickBooks login credentials to connect your account to Projection Genie
5. Projection Genie will begin the process of importing, analyzing, and producing your results. This process can take as long as 25 minutes. You can logout and return at a later time without interrupting the process.
6. Once your results are ready, you'll be taken to your dashboard page to see a highlight of your results.

From time to time QuickBooks may require you to reauthorize your connection to Projection Genie and ask you to reenter your QuickBooks login credentials.

This article will help you connect your QuickBooks Onlin account to RunSmart so you can start pulling in your financial data.

Connecting RunSmart to QuickBooks Online

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